In this section you will see how to load the addresses you are going to visit in your routes. You have three possibilities for loading your visits:
- Directly from the interface.
- Via integrations with other systems.
- Loading an Excel file.
Elements of a visit
In the template of addresses your are going to load, the visits have always obligatory and optional fields. A visit is composed of:
- Title: Name of the visit. It can be the client's business name, the client´s name or the text you want.
- Address: the address where is located this visit. The address format es "Street/Number, Ciudad or District, País". For example, "1657 Powell Street, San Francisco, CA, United States". We recommend you to read this article which contains good tips for writing addresses.
Optional elements for routing:
- Load: quantity of products that will be delivered for this visit. It can be in any unit you need but it has to coincide with the load format you used in your vehicles.
- Time window: hours during which this cliente can be visited. The vehicle cannot visit this cliente out of these hours. The appropriate format is hh:mm.
- Service time: the time you estimate the vehicle will be taking to visit this cliente. It has to be entered in minutes.
Optional elements useful for tracking:
- ID: visit identification. You can enter the code you want so as to track this visit. It can be a bill code, a purchase order number or any other ID from an external system.
- Contact name: name of the person waiting for the delivery.
- Contact phone: contact phone of the person waiting for the delivery. The deliveryman can click on it directly from the application. The format has to be country code + phone. For example: 500 5421575.
- Notes: here you can write any relevant information for the deliveryman. Indications such as at what floor is the delivery, if there is a dog or if it is necessary to talk with the caretaker. Just write what you need!
Optional elements of advanced routing:
- Load 2 and load 3: additional units of load. It consists in the same than the first load and allows you to work with orders con several dimensions. For example, boxes that weight 15 kg and measure 1 cubic meter. Check examples of use of load 2 and 3 in the Example: routes with load restrictions section.
ADVANCED: with Load 2 and Load 3 you can simulate a lot of thing such as vehicles that have security restrictions and cannot transport more than a load maximum of money. You can also use it so as to limit the visit number per vehicle. Possibilities are unlimited!
- Time window 2: a second time range during with the client can be visited. In addition to the first time window, it allows you to simulate things such as "This cliente cannot is not available during lunch". Check use examples of double time windows in the Example: routes with time window section.
- Priority: it allows you to define priority points. A priority point is a point you have to go to in first place in a route. The more priority points you have, the more vehicles are needed to deliver them. If you have more priority points than vehicles, the system will put in first place all the ones it can and the other will be considered as normal points or without priority. You can see more examples in the Example: routes with priority points section.
- Required skills: a skill is a condition required for a visit, the conductor has to verify this condition so that the visit be completed. For example, if you have frozen products, only a vehicle with the "Cold chain" skill can be used. You can add all the required skills you want for a visit and only the vehicles that verify all of it could be able to go to it. If a vehicle lacks of only one required skill, it will not be able to attend it.
- Optional skills: it functions like the required skills. The difference is that if the visit requires several optional skills, this is sufficient the vehicle juste has one of it so that it can attend the visit. Check examples of Required and Optional skills in the Example: routes with skill restrictions section.
Create a visit
You can add visits directly from the interface.
Click on the button New visit for adding a new delivery point.
From it, you can add all the fields described previously. If you want to go back, click on Cancel. If you want to add the visit, click on Save and the visit will appear on the map.
Visits via integrations
If you have another system where you already have your delivery informations, you can integrate your system directly with SimpliRoute. More available information about posible integrations in the Integrations section.
When you have an active integration, you will automatically see in the Import visits view all the visits loaded in SimpliRoute. Remind that relatively to the date you chose during Step 1 of Initial information, it will be the visits you see in the Step 2.
We will talk about visit importation via an Excel file in the next article.